Retirement Planning Happy Hour
Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
Episodes
117 episodes
The Emotional Mistakes That Derail Investors
In this episode, we break down the real reasons why so many people make costly mistakes in financial planning—and why emotions, not the markets, are often the biggest threat to long-term success. From chasing trends you don’t understand, to pan...
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49:33
The Truth About Alternative Investments
Most financial mistakes don’t come from bad luck—they come from misunderstanding risk. In this episode, we dig into one of the biggest blind spots in financial planning: private equity and the myths surrounding “exclusive” investments.
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1:00:49
More Things To Know Prior to Retirement - Part 2
In this episode of The Retirement Planning Happy Hour, Eric Douglas and Chris Vaughn of Family Wealth Planning Partners continue their candid discussion on what retirement is really like—beyond the numbers. From adjusting to a new daily routine...
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50:52
Fear-Based Financial Products: What’s Real and What’s a Scam
In this episode of Retirement Planning Happy Hour, Eric Douglas and Chris Vaughn expose the truth behind fear-driven financial products that target seniors and retirees. From title protection scams to physical gold sales, Medicare Advantage hyp...
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1:04:46
Things To Know Prior to Retirement - Part 1
In this episode, we dive into the realities of retirement that most people don’t see coming. From understanding why you’re retiring to the emotional and financial challenges that follow, Eric Douglas and Chris Vaughn share lessons learned from ...
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50:47
Are Roth Conversions Worth It?
In this episode, we dive into one of the most common—and misunderstood—strategies in retirement planning: Roth conversions. While they’re often promoted as a one-size-fits-all tax solution, the truth is more complicated. From longev...
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58:46
Why Won't the Market Crash Already?
In this episode, we dive into the truth about investor sentiment and why emotions often drive market behavior more than logic. From inflation fears to market corrections, we’ll show you why reacting to headlines and short-term noise can cost yo...
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51:43
Mistakes We See from DIYers: The Hidden Costs of Going It Alone
In this episode, we break down some of the most common mistakes people make when trying to “DIY” their financial planning. While the idea of saving money on advisor fees sounds appealing, the reality is that DIY missteps often cost far more in ...
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56:43
Why We Hate the Term Financial Advisor
In this episode, we dive into the misconceptions surrounding the term “financial advisor.” Today, many insurance companies encourage agents to get licensed so they can present themselves as advisors. While that may sound legitimate, much of the...
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1:06:57
How Does the Big Beautiful Bill Affect Your Retirement?
In this episode, we break down one of the most significant tax law changes in recent years—and how it could impact your financial future. From permanently low tax rates and shifting Roth conversion strategies, to inflation-adjusted deductions, ...
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59:52
Money Mistakes: The Hidden Traps in Financial Planning
In this episode, we uncover some of the most common—and costly—mistakes people make in financial planning. From choosing the wrong advisor, letting pride or ignorance guide decisions, to confusing accountants with financial planners, these erro...
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57:07
Where Do We Actually Learn About Money?
In this episode, we unpack the question: Where do we actually learn about money? The truth is, most of us never had formal lessons in school about saving, debt, or investing. Instead, we learned from our parents, from what we saw at home, or—so...
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57:29
Why Annuities are the Used Car of the Financial Industry
In this episode, we break down everything you need to know about annuities—what they are, what they’re not, and why so many people misunderstand them. From fixed and indexed annuities to single and joint life options, we reveal the ...
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52:10
How to Handle Inheritances
In this episode, we uncover why inheritance planning is far more than just receiving assets—it’s about understanding the rules, taxes, and strategies that ensure you keep more of what’s passed down. Many families are surprised by how account ty...
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52:11
Will A.I. Really Take All the Jobs?
In this episode, we dive deep into the rise of Artificial Intelligence—what it really is, how it’s already integrated into our daily lives, and why it’s one of the most transformational tools of the 21st century. From ethical concerns to the fu...
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54:25
How Do You Diversify When Everything's Correlated?
In this episode, we break down one of the most critical shifts in modern investing—how the traditional relationship between stocks and bonds is changing. For decades, bonds acted as the safety net when stocks fell, providing balance and p...
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47:52
All the Ways to Diversify in a Portfolio
In this episode, we dive deep into one of the most essential strategies in financial planning—diversification. While many investors chase headlines and compare their returns to the S&P 500, true success lies in building a portfolio that’s b...
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56:26
How Do You Use Cash and Emergency Funds in Retirement?
In this episode, we explore the real purpose of emergency funds and why holding too much cash could actually be hurting your financial future. We unpack the hidden risks of inflation, what qualifies as a true emergency, and why “safe” money may...
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40:02
Why We Must Talk about Estate Planning
In this episode, we dive deep into the misunderstood world of estate planning—unpacking the power of trusts, the importance of wills, and how to protect your family long after you're gone. From setting up guardianship for your children to under...
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50:13
The Dangers of Recency Bias
In this episode, we dive into the often-overlooked aspects of investing—business risk versus market risk, recency bias, and the importance of diversification. We explore real examples like the impact of false accusations on company stock value,...
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45:47
Some Truths About Real Estate Investing
In this episode, we discuss the realities of real estate investing, including the potential risks and rewards. We explore the importance of understanding tax implications, the challenges of managing rental properties, and the benefits of a long...
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46:09
Insurance: The Overlooked Key to Security
In this episode, we uncover why insurance is one of the most misunderstood—and most important—parts of a solid financial plan. While many jump straight into investments, few realize the critical role that risk mitigation plays in protecting wea...
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51:22
Retirement Planning Happy Hour - Importance of Portfolio Consolidation
🔑 Topics covered:Benefits of consolidating accountsThe flawed premise of how some investors view portfolio diversificationPros and cons of 401k accountsWhy you should NEVER leave money in a previous employ...
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43:44